Domain Centric Services

Assimilate Solutions operates entirely within the Mortgage Banking Services realm, including Real Estate, Mortgage Banking, Servicing and Title & Settlement. Our focus in this area means we are confident that we understand your needs and can meet your demands. We utilize a team of both on-shore and off-shore experts to build an extension to your existing team. Our deep Mortgage knowledge allows us to customize and seamlessly create a true extension to your current business services. The goal is to maintain or improve your quality and compliance while providing efficiency and cost benefit. Assimilate services span from point solutions to an overall, enterprise wide outsourcing platform of business services. 

Read through the detail below or give us a call to find out more about the services we offer.

Real Estate

Challenges within the real estate sector are primarily centered on i) Cost Optimization, ii) Global Expansion (emerging vs traditional), iii) Business Alignment & Partnership, and iv) Process & Capability Improvement.

Sample of our Real Estate Services

  • Market Research
  • Proposal Administration
  • Lease Administration
  • National GIS Mapping
  • Data Analytics and Reporting
  • Finance and Accounting
  • Appraisal Management
  • Entry of Valuation Information
  • Data Entry, Extraction and Integration
  • Administrative (receptionists, executive admins, etc.) services
  • Document indexing and categorization

Mortgage Banking

At Assimilate, we know how important your end-to-end loan process is. You have likely spent years fine tuning it to ensure quality and compliance while also offering the customer service and turn times that keep originators and borrowers happy. Assimilate wants to build a team along side your team that maintains your continuity while increasing efficiency- especially during times of increased volume. 

Sample of our Mortgage Banking Services

  • Loan Document Indexing and Quality Control Audits
  • Pre-Underwriting & Full Centralized Underwriting (Conventional Product only)
  • Closing Administration and Document Prep
  • Pre-Funding QC/Audit
  • Post Funding and Final Doc Reviews
  • Disclosures
  • Electronic Stacking
  • Trailing Doc Follow-up
  • Variance Analysis
  • Pre-Purchase Underwriting
  • Legal Compliance Review and Audit

All our Mortgage Banking Team members complete and pass Ellie Mae’s AllRegs full suite of Compliance courses.


Our Servicing associates are dedicated to your team and your servicing portfolio only. They are highly trained risk management and compliancy experts with years of experience within the Mortgage Servicing industry. Depending on the need of your organization, Assimilate Servicing teams can help within a customized private‐label subservicing capacity as well as offer support for your end-­to‐end servicing program. We are an extension of your team and all correspondence supports your brand and protects your customer relationship. 

Sample of our Mortgage Servicing Services

  • New loan set-up and Data Integrity Management
  • Escrow Analysis
  • ARM Audits
  • PMI
  • Research Analytics- Property Tax
  • Property Valuations
  • Lien Release
  • File Maintenance
  • Payments- TAX
  • HRF (Home Retention Fulfillment)

All our Servicing Team members complete and pass Ellie Mae’s AllRegs full suite of Compliance courses.

Title & Settlement

Assimilate understands how important the Title & Settlement process is to your customers. An efficient and smooth process is our goal as well as yours and we have the experienced personnel to make that happen. Time is of the essence in Title and Settlement, which is why partnering with Assimilate to provide overflow services or handle entire end-to-end processes can make your company look like a super hero to the borrowers, in turn making the lenders, loan officers and realtors happy and directly improving your bottom line.

Assimilate is one of the few companies that prides itself in providing the entire end-to-end processes from openings to closings on the order flow so that our clients can focus on the customer satisfaction aspect of their business. Both our quality of work and accelerated turn times are extremely well received in the marketplace.

Sample of our Title and Settlement Services

  • Examination of Title
  • Commitment typing
  • Tax Certificates
  • Prepare CPL
  • Deed and Trust Doc Prep
  • Prepare Pre-HUD and HUD
  • Order Payoffs; request missing payoff information
  • Order Releases
  • E-Recordings
  • Sending closing documents to notary
  • Prepare final policy

F&A Services

Finance and accounting departments are a critical component of every enterprise. In general, the back-office services within a CFO’s office are mature for outsourcing. The outsourced business process portfolios of most organizations have an F&A component to it.

The skill-sets required to render outsourced F&A services have matured over the past fifteen years. Cost reduction, immediate efficiency and productivity lift, flexible volume handling, transparency, improvement in SLAs are some of the benefits companies gain by partnering with Assimilate.

Sample of our Finance and Accounting Services 

  • Accounts payable
  • Accounts receivable
  • Cash flow analysis
  • Budget allocation solutions
  • Book keeping
  • Financial planning, analysis & reporting
  • Internal audit
  • Integrated business planning
  • Payroll accounting
  • Tax records management
  • Data entry, analysis and interpretation
  • Invoice management and reporting
  • Fixed asset management


A sound technology infrastructure is a foundational pre-requisite for most organizations these days. Spectrums of technology services are provided by Assimilate to its clients. Such services span, software development & testing, infrastructure and technical operations/support. Assimilate’s domain centric, business/knowledge process services are IT enabled (ITES), with a deep coupling of business and technology platforms used enterprise wide.

Sample of our Technology Services

Software Development

  • Technology agnostic software development
  • Testing and Maintenance

Technology Infrastructure

  • Remote network management
  • Remote server management
  • Remote database management
  • Remote telephony management

Technology Operations Support

  • Technical helpdesk management (voice, e-mail, messenger)
  • Product support (software & application support, systems support, devices & peripherals support)
  • Technical monitoring
  • Asset tracking & management

How can we help you?

To discuss how our team can help your business, please contact us today! 
Contact us.

Partnership, Expertise and Execution.

Assimilate is part of your team, we understand your needs and we have the experience to help you achieve your goals.

  • “Their domain experience and unique model set them apart. Assimilate has built a dedicated extension to our US team and an asset for our company”

    ‐Mortgage Banking Client.
  • "We partnered with Assimilate in mid 2012 with foundational processes. By mid 2013, most of our loan operations functions were performed in partnership with Assimilate. We are impressed with the deep mortgage knowledge that Assimilate brings to the projects, at all levels of their teams. Assimilate is an important part of our equation to help us balance our cost, better our SLAs and mitigate our risk, at the enterprise level."

    ‐COO, Regional Mortgage Lender
  • "Assimilate has been a pleasure to work with. We have used several outsourcing solution providers over the years and Assimilate truly has a unique delivery model. Executing the end-to-end solution, spanning from open orders to settlement in a credible, risk averse manner is critical our success. A combination of Assimilate's people, technology and process excellence provide us the platform we need to continue to grow and service our customers in the continuously changing business environment."

    ‐CEO, National Title and Settlement Services Provider
  • "The ability of Assimilate to quickly onboard and stabilize mortgage centric processes at their centers, with an utmost commitment to quality has been a pleasure to experience. Our personnel at our facilities consider Assimilate as a true partner, as our company structures itself for growth. Having used outsourcing companies in the past, the typical challenge is performing continuous trainings due to high attrition at those companies’ centers. Assimilate has exceeded our expectation as it is the same high quality team performing since over a year and a half."

    ‐Sr. Vice President, Loan Operations, Mortgage Lender
  • "We are a mid size title and settlement company and have been in business for over 35 years. Assimilate is a strategic partner that provides an end-to-end solution aligned to our needs. We will continue to use Assimilate's services as we broaden our footprint."

    ‐Principal, Regional Title and Settlement Provider

Assimilate Solutions has implemented ISO 27001:2013 Information Security Management System. Certificate issued by Intertek.
Assimilate Solutions has been issued SSAE 18 Type II report.